Wealth Management Services

Investing for growth

L.I.K. & Associates will help you decide what sort of investor you are – low risk, cautious, balanced or adventurous – and establish whether you want investing for growth, income or perhaps a mix of both.

The research is done for you and, because we recognize everyone’s different, we can make our recommendations from a selection of investment options designed to meet your specific needs and help you achieve your overall financial goals.

Once you decide to invest, the process is simple and you’ll enjoy the benefits of a professionally managed investment service that gives you:

Choice

Convenience

Flexibility and

Reassurance

Progressive updates

L.I.K. & Associates can draw on their wealth of knowledge to advise you on the right choice for you.

Mutual Funds

Mutual funds are a large pool of money from numerous investors invested in stocks, bonds, short-term money-market instruments, other securities or assets, or some combination of investments. The Fund manager decides on behalf of the investors, manages the investments as to when to buy and sell the investments allowing for diversification in your portfolio. Risk varies dependent on investment choice.

About Us

If you are a successful individual or business owner looking for an insurance and financial advisor, you are in the right place. L.I.K. & Associates purpose is to create and preserve the well being for both businesses and individuals.

After speaking to us, you will be assured we are listening. Our goal is to create financial solutions while providing an extraordinary amount of personal proactive service.